-63.4%
PINS vs RIO
+93.6%
-157.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | -12.0% | 0.0% | -12.0% | -12.0% |
| 30D | -12.7% | +4.0% | -16.6% | -13.4% |
| 3M | -5.5% | +0.1% | -5.6% | -5.7% |
| 6M | +5.3% | +12.7% | -7.5% | +1.5% |
| YTD | -21.2% | +35.6% | -56.8% | -28.1% |
| 1Y | -45.0% | +73.7% | -118.7% | -53.3% |
| 3Y | -26.2% | +93.3% | -119.5% | -39.6% |
| All | -63.4% | +93.6% | -157.0% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RIO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling